Diversified Management

Diversified Management at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 6 advisors are listed here; 5 of 6 hold the CFP.
• Its Form ADV reports 8 employees and 339 individual clients, 212 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 1,650 accounts).

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

Diversified Management fees

Diversified Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Chad Thistle

  CFP

• Garren Agle

  CFP

• Guy Eckman

  CFP

• Kylee Paradowski

• Michael Egan

  CFP

• Michael Schmidt

  CFP